pipedrive, excel
Create new spreadsheet in Excel when Pipedrive contact is updated
Create new spreadsheet in Excel when Pipedrive contact is updated
Zaps
This Zap streamlines your client onboarding process by creating a new customer in QuickBooks Online and a dedicated folder in Dropbox whenever a new work request is logged in Google Sheets. Users benefit from enhanced organization and efficiency, ensuring that all client information is readily accessible and properly documented.